We at SuccessWare have used PBMARES tax return preparation, tax
planning, and financial planning services for over 10 years, and we
couldn't be more satisfied.
They specialize in managerial accounting, know SuccessWare's
financial reports inside and ...

Are you looking to offload some or all of your bookkeeping work? Would
you like ongoing help reading your SuccessWare financial reports and
using them to determine the proper direction for your business? Do you
want an accountant who fully understands Suc...

BOUNCED CHECK:
If you have entered a group order, with one payment for all of your
checks and one bounces, you will need to do is the following:
Go to the order, select the Payment Tab
Click on the total checks (lumped sum of all checks deposited....

Collecting PST info that has been paid to a Vendor:
First, You will set up under the Expense Category Sales Tax, an expense Item of PST.
When you go to the store and purchase, you will enter the Expense as Let's say:
Expense Category Office Expen...

SUCCESSWARE TRACKS THE COST OF SALE ASSOCIATED WITH YOUR PRODUCTS.
Tracking COS will help you to know if you are charging a profitable
amount for each item you sell. By knowing you are at a profitable
price point you do not need to track order by order...

If you are contributing personal money into the business we need to
properly record it.
First you will need to create the Loan Account.
Go to the Financial menu and select Add Account.
In the Add window name the account, set the Accont Type to Credit...

Promotional Certificates are not real money. You are using this term
as a promotional device.
When a Client redeems a promotional certificate, enter the amount as
a Discount to the Total Order or on a specific Ordered Item.
Since you enter it as a d...

My recommendation would be to create an Order with no Products, just
Payments from the client. This order will be left with a negative
balance, indicating a credit.
Also create an Order based on the date of the delivery (the Wedding
date) with the Produ...

Information needed to send to your Accountant for preparing tax returns:
Print the following reports for the year:
1) The Income and Expense Statement
See Income & Expense Statement in the Reports section.
2) The Cash Flow Statement
See Cash F...

How to receive money from a third party processor:
Set up a payment method for the third party (Paypal,Collages,
Pictage, etc)
Go to the Order Menu
Select Accepted credit cards
Type in the new payment method name, use the name of the online
company ...

Setting Up Payroll
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At this time, Success Tracking does not include separate payroll
functions. However, you can issue employee paychecks and pay Federal
and state payroll obligations quickly and easily through Success
Tracking. To setup...

If you are transferring a balance from one credit card to another, closing one credit card account and transferring the balance to a new credit card, or transferring any portion of your credit card balance to another credit card; you need to follow these ...